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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,922 | $95,915-98.0% | $79,580-97.6% | $134,532-98.6% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $9,305 | $3,129+197.4% | $2,413+285.6% | $4,741+96.3% |
| Participant deferral / active EE | $9,345 | $4,693+99.1% | $3,985+134.5% | $6,401+46.0% |
| Admin fee / account holder | $4 | $9,132-100.0% | $6,835-99.9% | $11,429-100.0% |